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Franklin Resources

552 hedge funds and large institutions have $5.37B invested in Franklin Resources in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 234 increasing their positions, 166 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $5.72B → $5.37B (-$357M)

19% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 94

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
552
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63.3M
Puts
$53M
Net Calls
Net Calls Change

Top Buyers

1 +$67.2M
2 +$47.5M
3 +$36.1M
4
Invesco
Invesco
Georgia
+$31.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$907K
227
$889K
228
$880K
229
$870K
230
$869K
231
$868K
232
$866K
233
$862K
234
$853K
235
$838K
236
$825K
237
$820K
238
$804K
239
$800K
240
$782K
241
$779K
242
$770K
243
$766K
244
$766K
245
$757K
246
$741K
247
$735K
248
$731K
249
$730K
250
$727K